Mediobanca Systematic Diversification

English
Features

Flexible sub-fund subject to controlled volatility which invests in the equity and bond markets, with the objective of keeping the contribution to the risk of the underlying balanced. Asset allocation responds flexibly  to the trends and the market opportunities with a  systematic investment process. The Sub-fund uses an Asset Allocation rule based on “Risk Parity”, a management approach that focusses on the allocation of risk and not on the allocation of weights, with the goal of building a genuinely balanced portfolio The investment in individual asset classes is made through the construction of “smart beta” portfolios, i.e. portfolios constructed with alternative weighting methods from market standards, which make it possible to obtain the best risk/return ratio, thanks to diversification that cannot be achieved through ratios constructed by capitalisation.

NAV PRICE

Mediobanca Systematic Diversification
Date12/01/2022
PriceShare110.841 €
Historical data
Date
Value €
11/30/2022
110.129
11/29/2022
110.013
11/28/2022
110.375
11/25/2022
110.525

Mediobanca Systematic Diversification
Date12/01/2022
PriceShare112.413 €
Historical data
Date
Value €
11/30/2022
111.689
11/29/2022
111.571
11/28/2022
111.937
11/25/2022
112.086